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iShares Core S&P Mid-Cap ETF

1,796 hedge funds and large institutions have $40.6B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 777 increasing their positions, 662 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $7.33M

17% more repeat investments, than reductions

Existing positions increased: 777 | Existing positions reduced: 662

2% less funds holding in top 10

Funds holding in top 10: 316309 (-7)

2% less funds holding

Funds holding: 1,8411,796 (-45)

4.27% less ownership

Funds ownership: 371.5%367.23% (-4.3%)

15% less capital invested

Capital invested by funds: $47.9B → $40.6B (-$7.32B)

19% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 113

Holders
1,796
Holders Change
-45
Holders Change %
-2.44%
% of All Funds
30.25%
Holding in Top 10
309
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.2%
New
92
Increased
777
Reduced
662
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
526
Frontier Wealth Management
Missouri
$5.06M -$178K -3,600 -3%
WHG
527
Westwood Holdings Group
Texas
$5.05M -$416K -8,435 -7%
AFS
528
AFG Fiduciary Services
Massachusetts
$5.05M -$146K -2,950 -3%
B
529
Brightworth
Georgia
$5.04M +$2.43M +49,250 +79%
PB
530
Pinnacle Bancorp
Nebraska
$5.03M -$371K -7,520 -6%
BCM
531
Boltwood Capital Management
California
$5.01M +$278K +5,635 +5%
WFAG
532
Wescott Financial Advisory Group
Pennsylvania
$4.98M -$351K -7,115 -6%
SCM
533
SOL Capital Management
Maryland
$4.98M +$135K +2,725 +3%
FFWA
534
FRG Family Wealth Advisors
Washington
$4.95M
SSWM
535
Sheets Smith Wealth Management
North Carolina
$4.95M +$247 +5 +0%
CTA
536
Colonial Trust Advisors
South Carolina
$4.94M -$52.6K -1,065 -1%
CSA
537
Cottage Street Advisors
Massachusetts
$4.93M -$61.5K -1,245 -1%
CCB
538
Country Club Bank
Missouri
$4.93M +$5.33M +107,905 New
KWM
539
Kingsview Wealth Management
Oregon
$4.92M -$1.1M -22,265 -17%
GFS
540
GYL Financial Synergies
Connecticut
$4.92M +$642K +12,995 +14%
MA
541
Montag & Associates
Georgia
$4.91M -$110K -2,230 -2%
TDWM
542
Topel & Distasi Wealth Management
California
$4.91M +$84.7K +1,715 +2%
MCA
543
MSH Capital Advisors
Arizona
$4.88M +$268K +5,425 +5%
TCM
544
Telos Capital Management
California
$4.87M +$57.8K +1,170 +1%
ONB
545
Old National Bancorp
Indiana
$4.85M +$1.89M +38,375 +56%
BSW
546
Buckingham Strategic Wealth
Missouri
$4.83M +$1.36M +27,595 +35%
CWM
547
Congress Wealth Management
Massachusetts
$4.83M -$227K -4,600 -4%
AWM
548
Apollon Wealth Management
South Carolina
$4.83M +$413K +8,365 +9%
UWM
549
USAdvisors Wealth Management
Minnesota
$4.82M +$5.26M +106,525 New
CWM
550
Cornerstone Wealth Management
Missouri
$4.82M -$128K -2,585 -2%

IJH Hedge Fund Activity: Q2 2022 in Review

1,796 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2022, worth a combined $40.6B — down 15% from $47.9B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of IJH and 92 opened new positions — a net loss of 21 holders — while 662 trimmed existing stakes and 777 added.

The largest buyer was Northwestern Mutual Investment Management Company, adding an estimated $246M. The largest seller was CFS Investment Advisory Services, cutting an estimated $963M.

  • 1,796 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2022, down from 1,841 in Q1 2022.
  • Funds reported $40.6B of iShares Core S&P Mid-Cap ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 92 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2022 and 113 closed out, a net change of -21 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2022 was Northwestern Mutual Investment Management Company, an estimated $246M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $963M sold.

Based on aggregated 13F filings for Q2 2022.